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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,441 | $178,174+0.1% | $156,181+14.3% | $137,256+30.0% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.8%+14.0pp | 80.0%+12.9pp |
| Annual return | 14.43% | 84.19%-69.8pp | 64.87%-50.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $740 | $4,972-85.1% | $4,294-82.8% | $4,156-82.2% |
| Participant deferral / active EE | $7,403 | $6,888+7.5% | $6,132+20.7% | $6,407+15.5% |
| Admin fee / account holder | $127,654 | $17,404+633.5% | $14,586+775.2% | $12,270+940.4% |